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Affiliated Managers Group

378 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
111
Reduced
170
Closed
41
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.28M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
351
Asset Dedication LLC
California
$3K
EARNEST Partners
352
EARNEST Partners
Georgia
$2.85K
CWP
353
Concord Wealth Partners
Virginia
$2.7K
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$2.4K -$150 -1 -6%
GWS
355
Glassman Wealth Services
Virginia
$2.1K
Simplex Trading
356
Simplex Trading
Illinois
$2K +$2K +19 New
SIC
357
SJS Investment Consulting
Ohio
$1.95K -$150 -1 -7%
HNB
358
Huntington National Bank
Ohio
$1.95K +$1.95K +13 New
M
359
MOTCO
Texas
$1.8K +$1.8K +12 New
DI
360
Disciplined Investments
Oklahoma
$1.65K -$300 -2 -15%
JWM
361
Janiczek Wealth Management
Colorado
$1.65K +$300 +2 +22%
MRCM
362
M&R Capital Management
New Jersey
$1.65K
VCM
363
Versant Capital Management
Arizona
$1.35K
NIC
364
Northwest Investment Counselors
Oregon
$1.35K +$1.35K +9 New
CFGS
365
Concourse Financial Group Securities
Alabama
$1.2K +$1.2K +8 New
AF
366
Advisornet Financial
Minnesota
$1.05K -$749 -5 -42%
GRP
367
Global Retirement Partners
California
$1.05K
CA
368
Centerpoint Advisors
Massachusetts
$1K
AW
369
Avion Wealth
Texas
$1K +$727 +8 +267%
GI
370
Gradient Investments
Minnesota
$899 +$899 +6 New
BAAM
371
Baker Avenue Asset Management
California
$749 -$599 -4 -44%
BWL
372
Bogart Wealth LLC
Virginia
$600
PWMG
373
Prestige Wealth Management Group
New Jersey
$450
DWA
374
Delos Wealth Advisors
Texas
$450
PFBT
375
Parkside Financial Bank & Trust
Missouri
$300